Bryan Whalen put on an absolute clinic this morning on Bloomberg breaking down data center bonds. Highly recommend if you want to understand how all this AI infrastructure actually gets financed.
@saylor Feels like watching Dick Fuld during Lehman’s final days… complete denial while the ship is already halfway underwater.
Sad and pathetic end for Saylor lol
When I say “Never Sell Your Bitcoin,” I speak as one saver to another. I have never sold mine. Not one satoshi. Strategy is a public company, not my wallet. Since 2020, it has disclosed it may buy or sell $BTC to manage capital. Our shared conviction in Bitcoin remains unchanged.
30Y just touched 5.15% , levels we haven't seen since the world was ending in 2007/08. The bond market isn't asking Congress to fix inflation anymore. Its fixing it for them... i guess this is what warsh wanted correct? A market that doesnt look at the ref all the time?
@biancoresearch Bingo. I’ve been waiting for someone to say this. Pretending some basic rate call that every major bank and hedge fund makes caused his capitulation is one of the dumbest arguments I’ve heard. Dude played with fire, and Ken Griffin smelled blood and squeezed him dry.
Thats it.
@dgt10011 Amazing how you somehow managed to squeeze Chuck E. Cheese tokens into this post.
Shitcoin bros really are operating on a different level of delusion. 😂
@DrJStrategy Surprised someone as intelligent as you would support an idea this stupid. Cutting rates might be the most moronic idea imaginable if you understand how inflation actually works which I’m starting to think you don’t.
@APompliano We went from “Bitcoin is the future of money” to “hopefully the Fed cuts soon.”
Anthony , didn’t do you tell us it was an uncorrelated asset that only goes up and now you’re begging the Fed to save it? 😂